How It Works

Tell us about your system

Fill out the inquiry form — it takes about two minutes. We ask about your Zoho environment and what's prompting the interest. No technical detail required on your end. If you're not sure exactly what you have, describing what you're trying to solve is enough.

We review and get on a call

We'll review your inquiry and respond within one business day. If it looks like a fit, we'll schedule a brief call — this isn't optional, it's necessary. Access to your system requires either sharing credentials or scheduling time for a Zoho Assist remote session, and that conversation needs to happen in person. It's also a chance to ask questions and confirm that what you're getting is exactly what you need.

You'll receive a clear proposal before anything moves forward. No commitment until you say go.

We establish access — on your terms

There are two options. You choose whichever you're more comfortable with.

Zoho Assist (remote session). You establish a remote connection to your browser and we log into your Zoho environment through that session. You never share a password, and your MFA setup stays entirely on your side.

Credentials. You provide login credentials for a Zoho user with access to Settings. Standard admin-level visibility is sufficient — nothing beyond that is needed.

We do the work — you wait for the deliverable

Once access is confirmed, extraction and analysis run on our side. You don't need to be available or involved. We process the metadata, generate your visualizations, and — for Standard and Advanced clients — run our own analysis pass and write up the findings.

Everything is delivered within 5 business days of access confirmation.

You put it to work

Your package includes interactive HTML visualizations of your system's structure, the underlying structured metadata files, and a set of AI prompt templates designed for immediate use. Load the metadata into your AI tool of choice, run the prompts, and start getting answers.

Standard and Advanced clients also receive a written findings summary — a plain-language interpretation of what we found, flagging anomalies, gaps, and items worth attention. That's a ready-made starting point whether or not you go near an AI tool yourself.

See the Sample Output page for a closer look at what's included, or compare packages if you're still deciding on scope.